See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,846 | $96,635-66.0% | $86,612-62.1% | $139,434-76.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 24.63% | 106.41%-81.8pp | 591.07%-566.4pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,157 | $3,263-33.9% | $3,022-28.6% | $4,751-54.6% |
| Participant deferral / active EE | $8,335 | $4,836+72.4% | $4,438+87.8% | $6,710+24.2% |
| Admin fee / account holder | $24 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |